Thread

1. ocd · 1790861971 · focus · HN ↗

   I'm not a business guy, but I think I would be very worried if I created any opening (even on the very long term) for competition to justify itself being built up to meet demand (or national security requirements of other countries) on an industry I mostly control, because I prioritized extremely high prices for a few years that might have the effect of changing the arithmetic for potential competitors that wouldn't have done it before.

   It makes me consider whether there would be retaliation in later years against the US intellectual property system in countries other than China. While RAM is a tangible product, the areas it serves aren't really.

   1. Tuna-Fish · 1790863383 · focus · HN ↗

      They are not prioritizing extremely high prices. TSMC has a similar waiting list, so does ever other tool manufacturer. Memory capacity is being increased approximately as fast as it can be.

      1. nullocator · 1790866240 · focus · HN ↗

         You can find public statements in the last 12 months from Samsung and Hynix about their aversion to scaling out production or increasing supply because they are concerned about profits.

         Hard to know who to believe, on one side there are the absurdly high prices and statements from companies and on the other hand there are strangers posting on HN that it's actually all fine.

         1. [deleted] · 1790877160 · focus · HN ↗

            [deleted]

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